Johnson & Johnson $JNJ Shares Sold by Atlas Private Wealth Advisors

Atlas Private Wealth Advisors lessened its position in Johnson & Johnson (NYSE:JNJ) by 63.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,077 shares of the company’s stock after selling 8,757 shares during the period. Atlas Private Wealth Advisors’ holdings in Johnson & Johnson were worth $941,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of JNJ. Clark Asset Management LLC raised its position in Johnson & Johnson by 51.6% in the second quarter. Clark Asset Management LLC now owns 8,884 shares of the company’s stock valued at $1,357,000 after purchasing an additional 3,025 shares during the period. AustralianSuper Pty Ltd raised its holdings in shares of Johnson & Johnson by 632.0% during the 3rd quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock valued at $16,536,000 after buying an additional 77,000 shares during the period. Treasurer of the State of North Carolina lifted its position in Johnson & Johnson by 8.3% during the 2nd quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock worth $188,638,000 after acquiring an additional 94,957 shares in the last quarter. Talbot Financial LLC boosted its holdings in Johnson & Johnson by 4.6% in the 3rd quarter. Talbot Financial LLC now owns 138,424 shares of the company’s stock worth $25,667,000 after acquiring an additional 6,143 shares during the period. Finally, Liberty One Investment Management LLC grew its position in Johnson & Johnson by 83.9% in the third quarter. Liberty One Investment Management LLC now owns 366,813 shares of the company’s stock valued at $68,040,000 after acquiring an additional 167,353 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Down 0.1%

Shares of Johnson & Johnson stock opened at $227.10 on Friday. The company has a quick ratio of 0.80, a current ratio of 1.07 and a debt-to-equity ratio of 0.50. The business has a 50-day moving average price of $210.72 and a 200 day moving average price of $191.57. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $230.00. The firm has a market cap of $547.16 billion, a P/E ratio of 20.55, a P/E/G ratio of 2.21 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, meeting analysts’ consensus estimates of $2.46. The business had revenue of $24.56 billion during the quarter, compared to the consensus estimate of $24.14 billion. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The business’s quarterly revenue was up 9.1% on a year-over-year basis. During the same period in the previous year, the business earned $2.04 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, sell-side analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be given a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 47.06%.

Johnson & Johnson News Roundup

Here are the key news stories impacting Johnson & Johnson this week:

• Positive Sentiment: CHMP (European regulator) issued a positive opinion for AKEEGA (niraparib + abiraterone) for BRCA1/2-mutant metastatic hormone-sensitive prostate cancer — regulatory progress supports a new oncology revenue stream and raises upside to J&J’s pharma growth outlook. Read More.
• Positive Sentiment: Daiwa Capital Markets raised its JNJ price target to $237 and kept an Outperform rating, signaling buy-side confidence in near-term upside. Read More.
• Positive Sentiment: Morgan Stanley upgraded J&J citing a stronger growth outlook; that upgrade (and related coverage noting fresh annual highs) helped lift sentiment earlier in the session. Read More.
• Positive Sentiment: Scotiabank raised its target to $265 after J&J’s solid quarterly results and reiterated Outperform — another signals of analyst bullishness post-Q4. Read More.
• Neutral Sentiment: Wall Street coverage is broadly positive but measured — several outlets summarized consensus analyst targets and noted JNJ’s strong 12‑month performance; analysts remain cautiously optimistic rather than uniformly exuberant. Read More.
• Neutral Sentiment: Unusually high options volume was reported, indicating elevated trader interest and potential short‑term volatility; this is activity-driven rather than a directional fundamental change. Read More.
• Positive Sentiment: A U.S. judge dismissed a fraud lawsuit over J&J’s talc bankruptcy strategy, removing one near-term legal overhang — a favorable court outcome for liability risk. Read More.
• Negative Sentiment: Analysts and legal commentators warn the talc saga isn’t fully settled — a Seeking Alpha piece cautions that dismissal of a fraud claim doesn’t end broader talc litigation, keeping potential legal risk on the radar. Read More.
• Negative Sentiment: Insider selling: reports show the CEO sold roughly $22M in shares after Q4 results — raises governance/perception questions for some investors despite company explanations. Read More.

Wall Street Analyst Weigh In

JNJ has been the subject of several analyst reports. Wells Fargo & Company upped their target price on shares of Johnson & Johnson from $230.00 to $240.00 and gave the company an “overweight” rating in a research note on Thursday, January 22nd. Stifel Nicolaus upped their price objective on shares of Johnson & Johnson from $205.00 to $220.00 and gave the company a “hold” rating in a research report on Thursday, January 22nd. Bank of America lifted their target price on Johnson & Johnson from $220.00 to $221.00 and gave the stock a “neutral” rating in a research report on Thursday, January 22nd. Weiss Ratings reissued a “buy (b)” rating on shares of Johnson & Johnson in a report on Wednesday. Finally, Barclays lifted their price objective on Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a report on Tuesday, December 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $233.05.

Johnson & Johnson Profile

Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.

The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.